IRVH vs SPY

AIRVH

BSPY

Measures won3–2IRVH wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.93%IRVH · $593 on $10k

Smallest drop−8.3%IRVH · worst fall in 1Y

Held in common[…]IRVH and SPY

IRVH

SPY

Global X - Interest Rate Volatility & Inflation Hedge ETF · $1MState Street SPDR S&P 500 ETF · $778B

−0.0%3 years · per year$9,989 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

5.93%12-mo yield$593 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins13.6%

3–2IRVH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIRVH · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIRVH	Global X - Interest Rate Volatility & Inflation Hedge ETFRead Desk		0.45%	5.93%	0.0%	−6.6%	−7.4%	0.0%	new	−8.3%	$1M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIRVH	Global X - Interest Rate Volatility & Inflation Hedge ETFRead Desk		0.45%	5.93%	0.0%	−6.6%	−7.4%	0.0%	new	−8.3%	$1M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IRVH vs SPY

IRVH

Global X - Interest Rate Volatility & Inflation Hedge

[…]

SPY

SPDR S&P 500

$17,118

MeasureIRVHSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield5.93%1.03%

5 years, per year[…]+11.3%

3 years, per year−0.0%+21.7%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y4.4%13.6%

3–2measures won
IRVH first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IRVH, SPY

Today

[…]holdings […]

IRVHSPY

IRVH—[…]

SPY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$548most kept, IRVH

IRVH$593 − $45 = $548

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee